V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.91B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.6M
3
+$4.2M
4
TOL icon
Toll Brothers
TOL
+$3.52M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$3.29M

Top Sells

1
+$17.7M
2
+$14.2M
3
+$9.96M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.27M

Sector Composition

1 Technology 6.16%
2 Financials 4.48%
3 Healthcare 3.7%
4 Consumer Staples 2.97%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$451K 0.01%
8,864
-146
477
$451K 0.01%
17,378
-192
478
$449K 0.01%
8,147
479
$448K 0.01%
3,256
-68
480
$447K 0.01%
4,566
-1,060
481
$447K 0.01%
6,930
-2,650
482
$441K 0.01%
4,459
-99
483
$439K 0.01%
4,264
+244
484
$438K 0.01%
+8,495
485
$436K 0.01%
4,416
+440
486
$436K 0.01%
37,836
-387
487
$435K 0.01%
4,810
-667
488
$435K 0.01%
1,321
-403
489
$434K 0.01%
8,094
490
$429K 0.01%
2,916
491
$428K 0.01%
2,455
492
$427K 0.01%
265,000
493
$421K 0.01%
21,073
-275
494
$418K 0.01%
7,163
+949
495
$414K 0.01%
13,163
+376
496
$413K 0.01%
5,559
+1,735
497
$413K 0.01%
7,027
-14
498
$413K 0.01%
6,483
499
$412K 0.01%
21,693
+3,457
500
$412K 0.01%
3,556
+17
18 19
20
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